1. Wealthminder
  2. Anaheim, CA
Gregg Pumphrey, financial advisor Anaheim CA

Gregg Pumphrey

CRD Number: 1690586
Current Firm: Investlinc Wealth Services

Gregg Pumphrey (CRD# 1690586) is an Investment Advisor Representative working at Investlinc Wealth Services in Anaheim, CA and has over 29 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Investlinc Wealth Services, Inc. Anaheim, CA Jan 2017 - Current 4
Crown Capital Securities, LP Orange, CA Aug 2004 - Jan 2017 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1991
S65 NASAA Investment Advisors Law Examination May 1998
Contact Info for Gregg C. Pumphrey
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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